Coston McIsaac & Partners’s Unum UNM Stock Holding History

Coston McIsaac & Partners’s Portfolio UNM Stock Details UNM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$20K	Hold	224	–	–	﹤0.01%	480
2026 Q1	$16K	Hold	224	–	–	﹤0.01%	507
2025 Q4	$17K	Hold	224	–	–	﹤0.01%	492
2025 Q3	$17K	Hold	224	–	–	﹤0.01%	475
2025 Q2	$18K	Hold	224	–	–	﹤0.01%	446
2025 Q1	$18K	Hold	224	–	–	0.01%	410
2024 Q4	$16K	Hold	224	–	–	﹤0.01%	427
2024 Q3	$13K	Hold	224	–	–	﹤0.01%	458
2024 Q2	$11K	Hold	224	–	–	﹤0.01%	458
2024 Q1	$12K	Hold	224	–	–	﹤0.01%	456
2023 Q4	$10K	Hold	224	–	–	﹤0.01%	476
2023 Q3	$11K	Hold	224	–	–	﹤0.01%	461
2023 Q2	$10K	Sell	224 -41	-15%	-$1.79K	﹤0.01%	508
2023 Q1	$10K	Buy	265 +95	+56%	+$3.92K	﹤0.01%	494
2022 Q4	$6K	Sell	170 -57	-25%	-$2.39K	﹤0.01%	573
2022 Q3	$8K	Hold	227	–	–	﹤0.01%	451
2022 Q2	$8K	Buy	+227	New	+$7.68K	﹤0.01%	303

Other funds holding UNM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Coston McIsaac & Partners's UNM Position: Q2 2026 in Review

Coston McIsaac & Partners held its Unum (UNM) position steady in Q2 2026 at 224 shares worth $20K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Coston McIsaac & Partners first reported a position in UNM in Q2 2022 and has held it in 17 quarters since. 765 funds tracked by Wall St. Rank hold UNM as of Q2 2026.

Coston McIsaac & Partners held 224 shares of Unum worth $20K as of Q2 2026.
Coston McIsaac & Partners left its Unum share count unchanged in Q2 2026.
Unum made up ﹤0.01% of Coston McIsaac & Partners's portfolio in Q2 2026, its #480 holding.
Coston McIsaac & Partners first reported a position in Unum in Q2 2022 and has held it in 17 quarters since.
765 funds tracked by Wall St. Rank held Unum as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.